Open Account

Below are the forms necessary to open an account with Burgeonvest Securities Limited (BSL). All you need to do is Print, Fill Out, and Return the necessary forms for the type of account you are opening (see table), to Burgeonvest by mail. We will contact you on the next business day to confirm receipt of your forms.

For further information or any other help with opening your new account - Please call us at (888) 866-3608 Ontario only, or (905) 528-6505.

Thank You for choosing Burgeonvest Securities.

	Fee Schedule Fee Transparency Statement Engagement Agreement
Forms

Non-registered Accounts	Forms	Top
Cash / Margin Account	Authorization to Access Bank Account New Client Application Form Second Party Supplement Transfer Form for Non-Registered Accounts
Corporate Account	Authorization to Access Bank Account Certificate of Foreign Intermediary ... (W-8IMY Form) Certificate of Foreign Status of Beneficial Owner (W-8BEN Form) Corporate Account Supplement Corporate Resolution for Opening Accounts Corporate Resolution for Sole Signing Officers Corporate Resolution for Sole Proprietorships Corporate Resolution for Transferring Securities New Client Application Form Guarantee Form Second Party Supplement Sole Proprietorship (and Client is Not Incorporated) Tax Treaty Form Transfer Form for Non-Registered Accounts Withholding Statement Form (Articles of Incorporation)
Registered Accounts	Forms	Top
RRSP Account	Change of Beneficiary Designation Direct Transfer Of A Single Amount (Form T2151) LIF Addendum LIF Federal LIRA Addendum LRSP Federal Registered Plan Deregistration Letter Registered Retirement Savings Plan Transfer Form For Registered Accounts
RRIF Account	Nominee SWP/AWD For RIF RRIF Payment Change Registered Retirement Income Fund Spouse Consent To Transfer Pension Funds Transfer Form For Registered Accounts
RESP Account	RESP Beneficiary Designation (Change/Addition/Transfer) RESP API Request RESP Payment Request (EAP, PSE and Contribution Withdrawal) Family Beneficiary Plan Single Beneficiary Plan Learning Bond Application Learning Bond Application (Parent/Guardian)
Estates	Forms	Top
Testate	New Client Application Form Second (2nd) Party Account Supplement Original / Notarized Copy Of Acceptable Proof Of Death Original / Notarized Copy Of The Will Letter of Direction From The Beneficiaries (Registered Plan) Letter Of Direction From The Executor(s) (Non-Registered Plan) Original / Notarized Copy Of The Certificate Of Appointment Of Estate (Probate) Treaty Statement (If Estate To Be Maintained)
Intestate	New Client Application Form Original letter of indemnification From Authorized Individual Original / Notarized Copy of Certificate of Appointment of an Estate Without a Will OR Court granted Letters of Appointment Second (2nd) Party Account Supplement Original/Notarized copy of acceptable proof of death Letter of direction from an authorized individual(s) Treaty Statement (If Estate Is To Be Maintained)
Formal Trust	Forms	Top
Trust	New Client Application Form (Signed By Trustee) Second (2nd) Party Account Supplement (For Trustee) KYC With Signature Verification Notarized copy of the trust agreement Trust account ownership supplement Treaty statement
Fee Based	Forms	Top
Fee Based	Fee Based Accounts Schedule Fee Based Client Agreement

Open Account

Other Documentation: